IRS Rules That Complicate Generosity, How To Extend Retirement Savings, The Cost Of Improper Tax Planning, And More. Allworth Financial‘s Money Matters podcast

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Allworth Financial‘s Money Matters »
IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

2d ago 52:38

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On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, including a unique case where tax rules complicate a generous gesture from an 11-year-old wishing to donate her livestock show earnings to a community cause. They also delve into the benefits of waiting until age 70 to claim Social Security and explore the impact of legislative risks on retirement planning. Finally, they help a small business owner understand why he should be making quarterly tax payments.

Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

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